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Visualizing Information on the Visits page
Visualizing Information on the Visits page

How to visualize and customize what is shown on the Visits page.

Jakob Larsson Stern avatar
Written by Jakob Larsson Stern
Updated over a week ago

The Visits page in Waitwhile 3.0 is your new homepage, a command center for customer flow management. Therefore, we have made it very customizable to fit your needs as well as possible. There are a number of ways in which you can visualize and personalize the information that you see on the Visits page, including:

  • Switching between the Board and Table views in the Overview tab.

  • Using the Display settings to customize the information you see on your visit cards.

  • Setting the Filter to show only the visits that are relevant to you.

Let's take a closer look.

Board view and Table view

A major update in Waitwhile 3.0 is how we display customer data. We now introduce the ability to show all your visit cards in either a board view or a table view. You can very easily switch back and forth to find what works best for you by clicking on the Table view and Board view buttons in the top right corner of the Overview tab.

Board view

The Board view is a Kanban board-like dashboard that visualizes each visit as a card that can be dragged and dropped between states. This makes it really easy to manage visits quickly, with more information condensed within a set space.

Please note that the ability to switch to Board view is only accessible in the Overview tab. In the remaining tabs, the information is always shown in the table view layout.

Table view

In Table view, all visits are displayed as a row, much like in a spreadsheet table. This can be particularly useful if you have input fields with content that takes up more space. It's also the standard layout in all other tabs, to enable features such as multi-select.

Display settings

Another major new feature of Waitwhile 3.0 is our super flexible Display settings. You can find them by clicking on in the top right corner from any tab on the Visits page. Here, you can choose what information you want displayed related to each visit.

Simply check the boxes of the properties that you want displayed, and then drag and drop them in the order you want them shown.

How saving settings works

To apply your settings once you've customized them, there are a few different ways to save them. Each user can save their own display settings by just closing the dialoge box. Users with ADMIN or OWNER level permissions will be able to save a location-wide set of Display settings for all users.

Note: Your Display settings will be applied to all tabs on the Visits page. However, some data fields will only be visible if they are relevant for that specific tab. For example, Time waited will not be displayed in your list of bookings, even if you have enabled it in your Display settings (simply because it will never hold any data).

What kind of visit properties you will find in display settings

Different data fields in Display settings include both system default and custom input fields, meaning information filled out by whoever created the visits - guests or staff. In addition, you can choose to display visit properties that are automatically generated by Waitwhile. These include, but are not limited to, Created date, Estimated wait, Waitlist time, Ticket ID, and much more.


With the filtering function, you can easily decide which kinds of visits you want displayed. Perhaps you only want to see prioritized visits, or visits with a certain type of service.

Filtering categories and logic

You can filter your visits based on up to four categories: Resources, Services, Tags, and - if you are in the Booking tab - Dates. If you set a filter in one tab of the Visits pages, it will be applied to all tabs until you remove it or set a new filter.

The filtering logic uses both logical AND and OR operators. Within each category, we leverage a logical AND between choices, meaning that all choices must be found in a visit to be included in the result. However, between categories we leverage a logical OR, which means that the output will include all results with matches from each category.

Note: The badge on the filter icon shows how many filters are currently applied.

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